See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,076 | $58,627+171.3% | $76,735+107.3% | $82,448+92.9% |
| Participation rate | 38.5% | 63.2%-24.8pp | 69.5%-31.0pp | 68.1%-29.6pp |
| Annual return | 5.71% | 39.10%-33.4pp | 29.77%-24.1pp | 41.64%-35.9pp |
| Employer contribution / active EE | $1,916 | $1,729+10.8% | $2,454-21.9% | $2,551-24.9% |
| Participant deferral / active EE | $5,519 | $3,134+76.1% | $4,088+35.0% | $4,139+33.3% |
| Admin fee / account holder | $1,750 | $5,323-67.1% | $7,189-75.7% | $7,234-75.8% |